Who do we work with?

Business owners

We know that managing your business and personal finances simultaneously can be challenging. Our advice harmonises both to ensure you achieve your goals.

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Senior executives

You work hard to achieve your career goals. We will work equally hard, on your behalf, to ensure you meet your short, medium, and long-term financial goals.

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Nearing retirement

We will help you make sense of your finances, putting a plan in place to meet your retirement goals, allowing you to leave your working life behind.

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Our Latest News

The hidden employee benefits your clients should replace if they are made redundant

November 19, 2020
Regular income is not the only thing your clients could lose if they're made redundant. They might have useful employee benefits to replace too Read more

How nudge theory could help your clients increase their retirement savings

November 19, 2020
Behavioural psychology could help young people increase their retirement savings, plus three other useful tips to help your clients avoid a pension shortfall Read more

5 ways to make a tax-efficient donation to a struggling charity this winter

November 13, 2020
The coronavirus pandemic has hit charities hard, with events cancelled and shops forced to shut. Here are five ways to make a tax-efficient donation this winter. Read more

What would scrapping the State Pension triple lock mean for your retirement plans?

November 13, 2020
The State Pension triple lock ensures a fair rise for pensioners every year. But it could be scrapped. What would that mean for your retirement plans? Read more

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What is
Discretionary Investment Management?

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UPDATE

12 things to think about when you inherit money

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“At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!”

Beverley Merrell
Partner BHW

“I have always found the quality of advice, technical knowledge and level of service is second to none. ”

Paul Clark
Managing Director, Westminster Building Company

“Thank you to all of you for such a wonderfully smooth transaction! Hope we can do it again some time.”

James Burleigh
Managing Director, James Burleigh Furniture

“Boolers provided excellent advice when we needed it most.”

John Ikin
Partner, Fisher German

“Boolers have provided myself, family and business with pension and investment advice for over 30 years and continue to provide a high quality professional service to us all on an ongoing basis.”

Jared Mitchell
Managing Director, Morecrofts

“Chris Ball has been our Financial Adviser for many years and, from the start, we have been impressed with his strategic sense, his deep knowledge and his skills in helping us build our own successful retirement. He understands our aims and how to achieve them and has taken great care of us throughout. ”

David & Heather Purdey